Mia Zhao, CFP®
Mia began her career in the financial services industry in 2012. She believes that every individual and family is unique in their dynamics and goals. As a CERTIFIED FINANCIAL PLANNER™ [...]
Mia began her career in the financial services industry in 2012. She believes that every individual and family is unique in their dynamics and goals. As a CERTIFIED FINANCIAL PLANNER™ [...]
As an Associate Portfolio Manager, Isaiah helps create and manage client portfolios for Empirical. Isaiah joined Empirical in 2022. Prior to joining Empirical, Isaiah worked in the alternative [...]
With over 25 years of financial services industry experience, Scott is dedicated to helping clients achieve their financial goals. He supports Financial Advisors by facilitating the client [...]
As an Associate Financial Advisor with Empirical Wealth Management, Stephanie works closely with Financial Advisors to assist clients in achieving their short and long-term financial goals. Prior [...]
As Marketing Associate, Mallori executes all marketing efforts to accomplish Empirical’s growth goals. She collaborates with the team to develop and expand Empirical’s digital [...]
From a young age Dustin had a passion for all things investment. He’s worked as a financial advisor for over 12 years and has been a practicing CFP® certificant since 2018. Dustin enjoys getting [...]
As an Associate Financial Advisor with Empirical Wealth Management, Sam works closely with Financial Advisors to assist clients in achieving their short and long-term financial goals. He enjoys [...]
As a tax manager with over 16 years of experience, William works directly with individuals, families, and businesses to prepare taxes and identify tax minimization opportunities. He works [...]
As an Associate Financial Advisor, Mustafa works closely with financial advisors to assist in the development and implementation of financial plans and investment strategies. He enjoys building [...]
As an Investment Operations Associate, Grant provides support to Empirical’s portfolio managers in the execution of trades and overall management of client portfolios. He collaborates with [...]
Gili provides support to the Seattle office and helps manage the day to day activities to ensure a positive experience for both clients and employees. She comes to Empirical with a background in [...]
Wendy works closely with Empirical Tax Managers to provide tax planning and compliance for high-net-worth individuals, families, and their businesses. With her extensive background in tax, [...]